📊Data Wizard

How to download payroll data or salary register?

To download a salary data or payroll data you first need to create a salary register first and then proceed to download it. Step for the same are given below.

A. Create Salary Register

B. Download Salary Register

A. How to create a salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: To create a new salary register click on the ‘+’ icon, enter the ‘Setting Name’ and click on the ‘Add’ button. Select ‘Report Type’, click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.

Step 3: Click on the various tabs such as category, master fields, earning fields, deduction fields, user-defined fields and separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The salary register will be created accordingly.

B. How to download the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ field select the salary register you created. Select the required fields such as report type, employee status, from month - year and other fields as required and click on the ‘Download’ button.

The salary register with salary data will be downloaded.

Path: Cloud portal > Analytics > Data Wizard > ‘+ Icon’ > Settings Name > Add > Report Type > Add Fields > select fields > Save > Report Type > Employee Status > From Month-Year > Save

>> Select Setting > Report Type > Employee Status > From Month-Year > Download

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